COMMONWEALTH EQUITY SERVICES, LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 312272
WALTHAM, MA
Position in JPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,633,189
+$421,556 QoQ
Shares Held
1,222,486
+0.1% QoQ
Ownership
0.326%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#12
of 328 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $769,392,038 across 309 Asset Management names. JPC ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
505,508 | $59,483,126 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,384,395 | $41,767,197 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,132,731 | $30,602,327 | |
| 4 | BLK |
BlackRock, Inc.
|
30,050 | $28,894,878 | |
| 5 | TROW |
Price T Rowe Group Inc
|
251,926 | $28,641,466 | |
| 6 | FSK |
FS KKR Capital Corp
|
1,928,826 | $20,252,673 | |
| 7 | UTG |
Reaves Utility Income Fund
|
437,513 | $17,815,529 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,574,319 | $16,986,902 |
All Filings in JPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,633,189 | 1,222,486 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,211,633 | 1,221,702 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,021,235 | 1,235,664 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,366,119 | 1,873,917 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $18,980,043 | 2,366,589 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $18,183,752 | 2,284,391 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $17,803,898 | 2,265,127 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,703,836 | 2,193,784 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $15,641,134 | 2,093,860 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,678,996 | 1,763,421 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $12,112,277 | 1,791,757 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,552,497 | 561,216 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,045,139 | 469,929 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,029,912 | 460,473 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,180,719 | 436,912 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,109,763 | 447,448 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,663,133 | 478,841 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,106,010 | 478,556 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,467,425 | 457,728 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,401,045 | 444,550 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,032,818 | 404,090 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,169,299 | 333,962 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,922,076 | 307,587 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,750,810 | 324,006 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,634,373 | 320,094 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,068,184 | 281,769 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||